Diane Macphee
Diane Macphee is a CFP-designated registered investment advisor at Comprehensive Money Management Services LLC, based in Coral Gables, FL, with 13 years of industry experience. Diane operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 105 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.85% |
| $5.0M - $7.5M | 0.65% |
| $7.5M - $10.0M | 0.50% |
| $10.0M - $20.0M | 0.35% |
| $20M+ | 0.20% |
Subject to a minimum quarterly fee of $1,500 which equates to $6,000 annually. Fees are negotiable.
Fee Estimator
Location
Coral Gables, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Diane is the President of DMAC Consulting Services, LLC, providing professional coaching services. This non-investment related activity takes nearly full-time hours each month.
Employment History
Current Registrations
Comprehensive Money Management Services LLC
Previous Registrations
Dmac Financial Services
State Registrations1 state
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